PBHAX Mutual Fund

NAV$4.74

Returns Overview

1 Month
+0.34%
3 Months
+2.30%
6 Months
+2.02%
YTD
+2.02%
1 Year
+5.24%
3 Years (annualized)
+9.91%
5 Years (annualized)
+6.90%
10 Years (annualized)
+7.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PBHAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Corporate High Yield 1% Issuer Capped Index(^BBUSCHYICI)
This Mutual Fund (YTD)
+2.02%
Peer Avg (YTD)
+3.23%
vs Peers
-1.21%

PBHAX Mutual Fund Performance

PBHAX performance across multiple time periods: 1-month 0.34%, YTD 2.02%, 1-year 5.24%, 3-year 9.91%, 5-year 6.90%, 10-year 7.08%.

PBHAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

PBHAX performance comparison shows side-by-side returns with another fund. PBHAX alternatives are available in the Mutual Fund Screener.